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富瑞:料澳門博彩收入9月將見改善 首選金沙中國
格隆匯 09-02 13:12

富瑞發表研究報告指,8月份的澳門博彩總收入(GGR)將按年下跌95%至4300萬澳門元,與該行預期一致。自8月26日起,廣東全省恢復辦理澳門旅遊簽證,因此該行關注十一黃金週及往後每星期GGR回升的步伐。該行估計,賭場營運商的收支平衡水平為每天2.35億至3.14億澳門元,或會在黃金週期間達到。

富瑞表示,澳門已連續5個月GGR錄得超過90%的跌幅,因為分階段的旅遊簽證放寬尚未使GGR受益。雖然自14天的強制隔離取消以來,訪澳人數有所增加,但簽證批准過程需時,導致旅客人數持續減少。

該行認為,澳門旅遊簽證放寬的措施是針對十一黃金週,今年變得更為重要,預計9月份的每週GGR將有改善,但考慮到黃金週,內地旅客或將9月份的訪澳旅遊推遲至10月,預料9月的盈利將有温和改善,而10月份將加快增長。該行亦估計,行業在黃金週期間恢復盈利,首選股仍為金沙中國(1928.HK)。

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